At a Glance
- Tasks: Prepare high-quality reports and conduct technical research for financial planning.
- Company: Established financial planning firm with a supportive and collaborative culture.
- Benefits: Salary up to £45,000, competitive benefits, and remote working options.
- Other info: Long-term career progression opportunities within a dynamic financial planning business.
- Why this job: Join a growing team and enhance your technical expertise in a flexible environment.
- Qualifications: Minimum 4 years' experience as a Paraplanner and strong technical knowledge required.
The predicted salary is between 45000 - 45000 £ per year.
Senior Paraplanner
Location
Remote
Salary
Up to £45,000 + Benefits
Job Type
Full Time
The Opportunity
An established and growing financial planning firm is looking to recruit an experienced
Senior Paraplanner to join its expanding team.
This is an excellent opportunity for an individual who enjoys working in a technical role, supporting Financial Advisers by delivering high-quality research, suitability reports and client recommendations.
The successful candidate will have a strong technical background, excellent attention to detail, and experience using
- Intelligent Office . Experience with
- Dynamic Planner and/or
Planner Pal would be highly advantageous. The role offers a flexible hybrid working arrangement, combining office-based work in Croydon with remote working.
Key Responsibilities
- Prepare high-quality suitability reports and recommendation letters.
- Conduct technical research across pensions, investments, protection and retirement planning.
- Analyse existing client arrangements and provide appropriate recommendations.
- Work closely with Financial Advisers to deliver compliant and suitable client outcomes.
- Ensure all work complies with FCA regulations and internal compliance procedures.
- Maintain accurate client records using Intelligent Office.
- Liaise with providers and internal teams to obtain information and progress cases.
- Assist with complex financial planning cases where required.
- Support advisers throughout the end-to-end client journey.
- Candidate Requirements
- Minimum
4 years' experience working as a Paraplanner.
- Previous experience using
Intelligent Office is essential.
- Experience using
- Dynamic Planner and/or
Planner Pal is desirable.
- Strong technical knowledge of pensions, investments, protection and financial planning.
- Excellent report writing and analytical skills.
- High level of accuracy and attention to detail.
- Ability to prioritise workload and manage multiple cases effectively.
- Strong communication and organisational skills.
- Diploma qualified (Level 4) or working towards Chartered status would be advantageous.
- What's on Offer
- Salary up to
- £45,000
(depending on experience).
- Competitive benefits package.
- Remote working.
- Supportive and collaborative working environment.
- Opportunity to work with experienced advisers and further develop your technical expertise.
- Long-term career progression within a growing financial planning business.
Senior Paraplanner in London employer: Accountancy Action - Your Specialist Finance Recruitment Partner
Join a forward-thinking company that values your expertise as a Financial Planning Analyst, offering a fully remote role with a competitive salary and generous holiday allowance. Our collaborative work culture fosters professional growth and encourages you to partner with key stakeholders, driving meaningful financial insights that enhance business performance. With a commitment to employee development and a focus on work-life balance, this is an excellent opportunity for qualified accountants looking to make a significant impact in a supportive environment.
Contact Details:
Accountancy Action - Your Specialist Finance Recruitment Partner Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Accountancy Action - Your Specialist Finance Recruitment Partner. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Accountancy Action - Your Specialist Finance Recruitment Partner.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Accountancy Action - Your Specialist Finance Recruitment Partner's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Accountancy Action - Your Specialist Finance Recruitment Partner
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Accountancy Action - Your Specialist Finance Recruitment Partner.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Accountancy Action - Your Specialist Finance Recruitment Partner will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Accountancy Action - Your Specialist Finance Recruitment Partner employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
